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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx









Hiring Agent Name


Company Name


City/State/Zip Code




I am currently seeking a challenging career opportunity in a senior-level accounting or finance capacity and am submitting my resume for your review.  In advance, thank you for your time and consideration.


In addition to solid financial services management experience, I bring to you proficiency in client relations, outstanding computer and technical skills, and a significant blend of talents in tax preparation, bookkeeping, consulting, payroll, and investments. To complement these qualifications, I offer excellent organizational, prioritization, multi-tasking, and communication skills which are paramount as a <insert job title/position>.


As a proactive contributor to your organization, you will find me to be a self-motivated professional and stellar leader committed to supporting you in achieving your objectives through diligence, resourcefulness, and keen business administration skills. I am confident that I could be a valuable asset to your company, and look forward to interviewing with you in the near future.






Yyyyyy x. yyyyyy








Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

Phone: (xxx-xxx-xxxx


Meticulous and highly analytical Accounting/Financial Management Professional eager to contribute extensive talents and flexibility toward supporting the employer in optimizing bottom-line performance.


Qualifications Profile


         Excel in tax preparation, bookkeeping, payroll, financial reporting, investment planning/consulting, and financial planning.

         Apply exemplary communication, interpersonal and public relations expertise to cultivate, nurture and maintain long-lasting customer relationships.

         Outstanding attention to detail and aptitude for working with figures and mathematical formulas.

         Proficiency with financial software applications and computers.

         Reputation as a highly structured, deadline-focused, methodical, and systematic professional who consistently adheres to established rules and procedures.

         Display a collaborative work ethic and a superior level of adaptability, initiative and self-management.


Professional Experience


Barnes Tax & Financial Services, 2001 to Present


         Spearhead daily business operations for financial services firm inclusive of tax preparation and representation, payroll administration, investment portfolio management/mutual funds, insurance, business consulting, and bookkeeping.

         Hire, mentor, motivate and direct three employees in providing exceptional and attentive service to 500+ clients spanning several states.

         Leverage strong accounting expertise to perform asset account reconciliations, accounts payable and receivable, financial reporting, and sales tax filings.

         Expertly prepare and file 1040, 1120, 1120s and 1065 returns including state filings.

         Assist clients requiring payroll services by implementing payroll system including deductions such as unemployment insurance and state withholdings.

         Prepare and file forms such as W-2, W-3, 1099, 940 and 941.

         Apply dynamic business acumen toward providing consultative guidance with limited liability and incorporation procedures and documentation.  

         Facilitate sales of a broad range of insurance policies encompassing commercial, general liability, Worker s Compensation, health, life and personal coverage.


H&R Block Tax Services, Nashville, TN, 2001 to 2003

Tax Preparer / Consultant

         Merged polished communication and interpersonal skills to provide top-notch customer service to individuals and small business owners requiring tax return preparation service during peak season.

         Specialized in preparing 1040, sole proprietor and investment tax returns.


Continued ►



Yyyyyy x. yyyyyy ~ Page 2 of 2


Professional Experience continued


Sabre Holdings, Inc., Chicago IL & Nashville TN, 1995 to 2003

Senior Field Engineer / Project Manager

         Planned, coordinated, configured and administered a broad spectrum of technology solutions and communication systems utilized by American Airlines.

         Consistently ensured projects were completed within strict timeline and budget parameters.

         Exhibited proven versatility in performing procurement and financial analysis for large-scale IT projects, vital to maximizing cost control and return-on-investment.




Prior Background includes role as Data Systems Officer & Captain with the United States Marine Corps in Camp Jejune, NC, from 1989 to 1995; Served in Desert Shield/Storm and earned various awards including the Navy Achievement Medal.




Master s in Accounting (in progress), Keller Graduate School, Nashville, TN, expected completion 2010


BS Degree in Aerospace Administration, Middle Tennessee State University, Murfreesboro, TN, 1989


Professional Development  & Licensure


IRS Enrolled Agent, 2008


Series 6,7 and 63, 2003


Life, Health, Property and Casualty Insurance, 2003


Qualified Tax Preparer, H&R Block Basic & Advance Tax Course, Nashville, TN, 2001


Attend annual IRS tax seminars


Technical / Computer Skills


Microsoft Office Suite Novell and Windows networks, Cisco routers, switches, firewalls QuickBooks Peachtree Accounting ProSeries Drake Tax software

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